Other building blocks
Other funds and ETFs
Alternatives, currencies and funds that do not fit the groups above.
Go to the 68 funds- Funds with a price
- 68
- Typical ongoing charge
- 0.59% a year · £59 on £10,000
- Lowest ongoing charge
- 0.25% a year
How to compare other funds
What differs from one fund to the next. None of it says which fund to choose.
- What it follows
- The index a tracker copies, or the strategy a manager follows. Two funds on the same index hold much the same companies. Index funds
- Ongoing charge
- Taken from the fund’s value every year. 0.20% is about £20 a year on £10,000, before any platform fee. Ongoing charges figure
- Income
- Accumulating share classes reinvest income inside the fund; distributing ones pay it out as cash. Accumulating or distributing
- Currency
- Hedged share classes aim to take out currency moves against the pound; unhedged ones keep them. Currency hedging
- Returns after inflation
- Past returns with UK inflation (CPIH) taken out, dated and sourced. They say nothing certain about the future. How real returns are worked out
- Holdings overlap
- How much of two funds is the same companies at the same weights. A high figure means owning both is close to owning one. Compare two funds
Funds (68)
Showing 61–68 of 68 other funds, ordered by fund size, largest first. An order is not a ranking of quality.
| Fund | Charge | 1 year | 5 years | 5y real (return over 5 years after inflation) | Size |
|---|---|---|---|---|---|
| SJPYWisdomTree Short JPY Long USDWisdomTreeJE00B68GT596ETPISASIPP | 0.39% | +6.8% | +87.3% | +46.2% | £420k |
| GBURWisdomTree Long EUR Short GBPWisdomTreeJE00B3Y3SZ64ETPISASIPP | 0.39% | −4.5% | +0.9% | −21.2% | £370k |
| SGBPWisdomTree Short GBP Long USDWisdomTreeJE00B68GRJ90ETPISASIPP | 0.39% | −1.2% | +14.9% | −10.3% | £300k |
| JPGBWisdomTree Short JPY Long GBPWisdomTreeJE00B3QBQJ84ETPISASIPP | 0.39% | +10.4% | +76.1% | +37.4% | £140k |
| YORCIncomeShares Oracle (ORCL) Options ETPLeverage SharesXS3337192234ETPISASIPP | 1.10% | Not available | Not available | Not available | £120k |
| CAKSWaystone ETF ICAV - Calamos Autocallable Income UCITS ETF AccumUSDCalamosIE000DHZXD61ETFISASIPP | 0.78% | Not available | Not available | Not available | Not available |
| CAKGWaystone ETF ICAV - Calamos Autocallable Income UCITS ETF USDCalamosIE000ZDPZL69ETFISASIPP | 0.78% | Not available | Not available | Not available | Not available |
| MSTPYieldMax MSTR Option Income Strategy ETFHANetfXS3087774306ETPISASIPP | 1.58% | −66.4% | Not available | Not available | Not available |
As of , at least 15 min delayed
Questions people ask
What are other funds?
Alternatives, currencies and funds that do not fit the groups above.
How many other funds does Fundology track?
Fundology holds a recorded closing price for 68 UK-listed other funds open to UK investors. The list changes as funds launch and close.
How much do other funds cost?
The typical (median) ongoing charge among the other funds Fundology tracks is 0.59% a year, about £59 a year on every £10,000. The lowest is 0.25%. The charge is taken from the fund’s value rather than billed, and a lower charge does not mean a higher return.
What is worth checking when comparing other funds?
The index or strategy each fund follows, its ongoing charge, whether it reinvests income or pays it out, currency hedging, its size, and how much its holdings overlap with funds already held.
How is this list ordered?
By fund size, largest first, unless another order is chosen. Size says how widely a fund is held, not how good it is, and no order on this page is a recommendation.
Related groups
Ready-made mixes, property, commodities, trusts and higher-risk products.